* You need to have an administrator account. * Supported Versions: Professional (need API access), Performance, Enterprise, Unlimited and Developer Edition * We don’t support Salesforce Classic Step 1*：Click Camcard for Salesforce to find “Camcard for Salesforce” application in appexchan...
step 1*: To open the App Launcher, on the left side of the navigation bar, click Step 2*: Enter Camcard in the Search apps and items… box and select Camcard. Step 3*: You can find Clone Setting Data at the top right of your screen,Click Clone Setting Data to initialize the settings...
Step 1*: From Setup, enter Users in the Quick Find box, then select Users. Step 2*: Select a user. Step 3*: In the Permission Set Assignments related list, click Edit Assignments. Step 4: To assign a permission set, select it under OCR Permission Sets and click Add, and then click Save. If you want ...
Use this section to manage user licenses. Step 1: From Setup, enter Installed Packages in the Quick Find box, then select Installed Packages. Step 2: In the Installed Packages related list, click Manage License for Camcard®. Step 3: In the Licensed Users related list, click Add Users. Step 4: In the...
COMPAIGN： Step 1: To open the App Launcher, click Campaigns Step 2: Select a campaign for which you want to set as the default and check the is default box,then save it. LEAD/CONTACT: Step 1: From Setup, enter Object Manager and select contact or lead Step 2: Choose the Fields & R...
step 1: To open the App Launcher, on the left side of the navigation bar, click Step 2: Enter Camcard in the Search apps and items… box and select Camcard. Step 3: select View Bags, In the View Bags list, Click New. Step 4: Choose the type of field and click Save.Consider th...
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